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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,328 | $133,981-67.7% | $112,249-61.4% | $134,532-67.8% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -18.50% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,489 | $4,040-38.4% | $3,636-31.5% | $4,741-47.5% |
| Participant deferral / active EE | $4,939 | $5,292-6.7% | $4,729+4.4% | $6,401-22.8% |
| Admin fee / account holder | $3,136 | $7,492-58.1% | $6,412-51.1% | $11,429-72.6% |